Client Associate

UBS; Lake Oswego (OR); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Lake Oswego is seeking a client service professional to support a team of financial advisors in the Pacific Northwest. You will educate clients on account services, help prepare reports for meetings, and collect documentation for new accounts and service requests.

You will also plan team marketing events and maintain marketing materials, providing the team with a detailed calendar of activities. Ideal candidates have 3–7 years of experience in client service within finance, a bachelor’s

Qualifications

• 3–7 years of experience in client service within the finance sector.
• Bachelor degree preferred, focusing on finance or related field.
• Excellent communicator with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help with the preparation of reports and other materials for client meetings.
• Collect the right documentation for opening new accounts and service requests; plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Skills

Client service experience

Excellent communication

Detail oriented

MS Office proficiency

Education

Bachelor's degree preferred (finance or related field)

Tools

Microsoft Office Suite

Job description

About this job

Job Reference #

344986BR

Job Type

Full Time

Key responsibilities

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requestsplan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

The team

You’ll be working in the Lake Oswego office, supporting a team of financial advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your skills and experience

• Ideally 3-7 years of experience in client service, within the finance sector
• Bachelor degree preferred, focusing on finance or related field
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.